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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
201
Prospera Financial Services
Texas
$733K +$669K +91,158 New
CWM
202
Cordatus Wealth Management
Pennsylvania
$725K +$662K +90,170 New
AAM
203
Advisors Asset Management
Colorado
$718K +$18.9K +2,571 +3%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$710K +$50.5K +6,883 +8%
SA
205
Sanctuary Advisors
Indiana
$703K +$448K +60,992 +230%
NAMI
206
Nomura Asset Management International
Pennsylvania
$703K +$642K +87,392 New
BCI
207
Brinker Capital Investments
Pennsylvania
$702K -$21.2K -2,885 -3%
SOW
208
State of Wyoming
Wyoming
$701K -$243K -33,117 -28%
OC
209
Oppenheimer & Co
New York
$690K +$367K +49,965 +139%
BP
210
Ballentine Partners
Massachusetts
$690K +$61K +8,313 +11%
Invesco
211
Invesco
Georgia
$682K +$119K +16,174 +24%
Wealth Enhancement Advisory Services
212
Wealth Enhancement Advisory Services
Minnesota
$661K -$44.6K -6,075 -8%
MG
213
Marex Group
$658K +$601K +81,898 New
FAFN
214
First Affirmative Financial Network
Colorado
$657K +$600K +81,765 New
IC
215
IEQ Capital
California
$647K +$147K +19,965 +33%
PAG
216
Private Advisor Group
New Jersey
$638K +$166K +22,557 +40%
Jones Financial Companies
217
Jones Financial Companies
Missouri
$633K +$290K +39,555 +99%
Franklin Resources
218
Franklin Resources
California
$628K -$1.85M -251,558 -76%
PA
219
Profund Advisors
Maryland
$603K -$85.7K -11,678 -13%
ICM
220
Ionic Capital Management
New York
$603K +$551K +75,000 New
SC
221
Shay Capital
New York
$603K +$551K +75,000 New
CFO
222
Callan Family Office
Pennsylvania
$600K +$22.7K +3,093 +4%
CS
223
Clear Street
New York
$593K +$542K +73,801 New
Allspring Global Investments
224
Allspring Global Investments
North Carolina
$588K +$85.9K +11,706 +21%
AFG
225
Atomi Financial Group
New York
$587K +$126K +17,143 +31%